AWM
SCHV

Avior Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Avior Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.51M Sell
244,488
-142,364
-37% -$4.69M 0.22% 93
2026
Q1 		$11.8M Buy
386,852
+372,356
+2,569% +$11.6M 0.33% 67
2025
Q4 		$429K Sell
14,496
-62
-0.4% -$1.81K 0.01% 506
2025
Q3 		$424K Sell
14,558
-718
-5% -$20.4K 0.01% 495
2025
Q2 		$423K Sell
15,276
-18
-0.1% -$473 0.01% 478
2025
Q1 		$407K Buy
15,294
+332
+2% +$8.91K 0.02% 462
2024
Q4 		$390K Sell
14,962
-1,613
-10% -$43.5K 0.01% 516
2024
Q3 		$444K Sell
16,575
-1,275
-7% -$32.8K 0.02% 480
2024
Q2 		$441K Buy
17,850
+2,412
+16% +$59.6K 0.02% 465
2024
Q1 		$391K Buy
15,438
+1,089
+8% +$26.1K 0.02% 516
2023
Q4 		$335K Sell
14,349
-3,777
-21% -$82.6K 0.02% 424
2023
Q3 		$390K Sell
18,126
-423
-2% -$9.5K 0.03% 385
2023
Q2 		$415K Sell
18,549
-3,282
-15% -$71.7K 0.03% 386
2023
Q1 		$477K Sell
21,831
-66
-0.3% -$1.47K 0.03% 356
2022
Q4 		$482K Sell
21,897
-384
-2% -$8.31K 0.04% 314
2022
Q3 		$434K Sell
22,281
-1,668
-7% -$35.9K 0.04% 304
2022
Q2 		$498K Buy
23,949
+903
+4% +$20.3K 0.05% 253
2022
Q1 		$548K Sell
23,046
-606
-3% -$14.3K 0.05% 279
2021
Q4 		$577K Sell
23,652
-2,184
-8% -$51.7K 0.05% 298
2021
Q3 		$581K Sell
25,836
-606
-2% -$14K 0.05% 282
2021
Q2 		$602K Sell
26,442
-87
-0.3% -$1.97K 0.06% 259
2021
Q1 		$577K Sell
26,529
-1,392
-5% -$29K 0.06% 267
2020
Q4 		$554K Sell
27,921
-2,253
-7% -$42.1K 0.07% 245
2020
Q3 		$524K Buy
30,174
+33
+0.1% +$577 0.07% 227
2020
Q2 		$503K Buy
30,141
+114
+0.4% +$1.86K 0.08% 232
2020
Q1 		$443K Buy
30,027
+8,157
+37% +$150K 0.09% 213
2019
Q4 		$438K Buy
21,870
+3
+0% +$58 0.07% 252
2019
Q3 		$413K Buy
21,867
+4,275
+24% +$80K 0.07% 246
2019
Q2 		$329K Buy
17,592
+1,146
+7% +$21.2K 0.06% 274
2019
Q1 		$300K Sell
16,446
-1,065
-6% -$18.9K 0.06% 276
2018
Q4 		$287K Buy
17,511
+1,857
+12% +$32.9K 0.07% 247
2018
Q3 		$293K Buy
15,654
+2,808
+22% +$52K 0.06% 265
2018
Q2 		$227K Sell
12,846
-795
-6% -$14.2K 0.05% 300
2018
Q1 		$240K Buy
13,641
+1,302
+11% +$23.9K 0.06% 269
2017
Q4 		$225K Buy
12,339
+1,884
+18% +$33.5K 0.05% 300
2017
Q3 		$181K Buy
+10,455
New +$177K 0.06% 143
2017
Q2 		– Sell
-7,152
Closed -$118K – 483
2017
Q1 		$118K Buy
7,152
+666
+10% +$10.9K 0.04% 174
2016
Q4 		$104K Buy
6,486
+675
+12% +$10.5K 0.04% 167
2016
Q3 		$88K Buy
5,811
+2,529
+77% +$38.6K 0.03% 181
2016
Q2 		$49K Buy
3,282
+405
+14% +$5.93K 0.02% 212
2016
Q1 		$41K Buy
2,877
+216
+8% +$2.96K 0.02% 225
2015
Q4 		$38K Buy
2,661
+6
+0.2% +$85 0.02% 196
2015
Q3 		$35K Buy
2,655
+6
+0.2% +$84 0.02% 193
2015
Q2 		$38K Buy
2,649
+6
+0.2% +$88 0.03% 152
2015
Q1 		$38K Buy
2,643
+3
+0.1% +$44 0.03% 157
2014
Q4 		$39K Buy
2,640
+477
+22% +$6.88K 0.03% 151
2014
Q3 		$31K Hold
2,163
– – 0.03% 159
2014
Q2 		$31K Buy
2,163
+3
+0.1% +$42 0.03% 165
2014
Q1 		$30K Buy
+2,160
New +$29K 0.03% 161

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Avior Wealth Management's SCHV Position: Q2 2026 in Review

Avior Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 37% in Q2 2026, selling an estimated $4.69M and leaving 244,488 shares worth $8.51M. The position accounts for 0.22% of the portfolio, ranked #93.

Avior Wealth Management first reported a position in SCHV in Q1 2014 and has held it in 49 quarters since. The position peaked at $11.8M in Q1 2026. 987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Avior Wealth Management held 244,488 shares of Schwab US Large-Cap Value ETF worth $8.51M as of Q2 2026.
  • Avior Wealth Management sold 142,364 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $4.69M.
  • Schwab US Large-Cap Value ETF made up 0.22% of Avior Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Avior Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2014 and has held it in 49 quarters since.
  • Avior Wealth Management's Schwab US Large-Cap Value ETF position peaked at $11.8M in Q1 2026.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.